Approach
How an engagement works
Businesses and individuals rarely need more advisers. They need one person who sees the whole picture and keeps the calendar.
Introductory call
A conversation about your situation, entities, and current advisers to see whether the engagement is a fit.
Scope and engagement letter
Each engagement is scoped to your situation and, where possible, set at fixed fees.
Organize the first year
Prior returns, entity records, and account access are gathered, and one consolidated picture of the engagement is built.
Standing calendar
Regular closes, estimated payments, filings, and planning meetings, set in advance and shared with your other advisers.
How fees are set
- The scope of work, fees, and any separately charged expenses or third-party costs are agreed in writing before work begins. Additional work requires prior written agreement on scope and charges.
- Agreed expenses and third-party costs are set out in the written engagement agreement.